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Vanguard Short-Term Tax-Exempt Bond ETF

239 hedge funds and large institutions have $782M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

243% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 206239 (+33)

15% more capital invested

Capital invested by funds: $680M → $782M (+$102M)

0.09% more ownership

Funds ownership: 51.08%51.17% (+0.09%)

Holders
239
Holders Change
+33
Holders Change %
+16.02%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
50
Increased
120
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGW
176
MB Generational Wealth
Washington
$317K +$93.6K +922 +42%
KPWS
177
Kestra Private Wealth Services
Texas
$314K +$12.7K +125 +4%
MF
178
Midwestern Financial
Iowa
$302K +$2.74K +27 +0.9%
TWM
179
TCFG Wealth Management
California
$300K -$7.11K -70 -2%
IFG
180
Independent Financial Group
California
$300K +$300K +2,950 New
FAI
181
Fiduciary Advisors Inc
Missouri
$290K +$290K +2,859 New
MWM
182
McNaughton Wealth Management
California
$289K +$289K +2,845 New
CAG
183
Compass Advisory Group
New York
$276K +$276K +2,717 New
WJA
184
Willis Johnson & Associates
Texas
$270K
MGIA
185
Moneta Group Investment Advisors
Missouri
$270K
HH
186
Hilltop Holdings
Texas
$267K +$711 +7 +0.3%
MPW
187
Magnolia Private Wealth
Pennsylvania
$263K -$21.8K -215 -8%
MA
188
MCF Advisors
Kentucky
$257K +$257K +2,535 New
ESB
189
Essex Savings Bank
Connecticut
$253K
RFP
190
Root Financial Partners
California
$252K -$32.5K -320 -11%
VT
191
Vise Technologies
New York
$252K +$252K +2,485 New
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$251K -$64.3K -633 -20%
NSIM
193
North Star Investment Management
Illinois
$250K +$250K +2,460 New
LWM
194
Lodestone Wealth Management
Washington
$249K
RDFA
195
Ritter Daniher Financial Advisory
Ohio
$249K
WKWM
196
Walter & Keenan Wealth Management
Indiana
$244K -$25.4K -250 -9%
FGA
197
Fortis Group Advisors
New Jersey
$242K +$1.63K +16 +0.7%
RPGK
198
Retirement Planning Group (Kansas)
Kansas
$241K
PP
199
PDS Planning
Ohio
$241K +$14.7K +145 +7%
CA
200
CGN Advisors
Kansas
$239K +$3.86K +38 +2%